Microsoft Corporation (NASDAQ:MSFT) has a new CEO. Satya Nadella is taking over for Steve Ballmer. From the outside, this may look like one of the best CEO jobs in the tech industry. However, as we dig deeper it is easy to see that there is a lot of pressure associated with the position.
There is no denying the fact that Microsoft has a lot going for it right now. Sure, there have been some mix-ups as of late, such as the Windows 8 operating system, but there is a lot to be happy about at the same time.
The big question is: what is Nadella going to do for the company that Ballmer didn’t?
At this point, investors are keeping a close watch on Microsoft Corporation (NASDAQ:MSFT) stock. Is it going to be a good buy as 2014 wears on? Will the hiring of Nadella give shares a push?
If the company continues to achieve success with its video game platform (Xbox One), while also making a move in the mobile space, there is a good chance that we could see big things out of Microsoft stock in 2014.
For a different perspective on where things stand, we don’t have to look any further than a recent CNBC video featuring Charlie Bobrinskoy of Ariel Investments. He said, “The thing about Microsoft, my kids yell at me all the time when I say I won the stock because they don’t like the consumer products, but it is an enterprise company. If I told you over the last 10 years that Microsoft’s earnings have almost quadrupled from 75 cents a share to almost three bucks, most people would not believe that, but they have. Sales have more than doubled over the last 10 years. So it is not that the company is having problem. It is that the stock was overpriced 10 years ago. It is not overpriced now. It is actually a very attractive stock.”
As you can see, Bobrinskoy is excited about where things stand right now with Microsoft Corporation (NASDAQ:MSFT). Whether or not these investors get a pay off in the long run is yet to be seen, but things could take off as Nadella jumps into the driver seat.
Microsoft Corporation (NASDAQ:MSFT) could be a very profitable stock for investors in 2014. There are some concerns, but most are hoping that the power of the Nadella hire is going to win out.
John Paulson reinforces his bullish views on Enzymotec Ltd (NASDAQ:ENZY). A recent 13G filing shows that his fund, Paulson & Co, more than doubled its passive stake in the company from 1.7 million...... (read more)
Jonathan Auerbach co-founded long/short equity fund Hound Partners with Scott McLellan in 2004, seeded by Tiger Management. Jonathan Auerbach had been a senior analyst at Ziff Brothers Investments before...... (read more)
As stated in a recent filing with the Securities and Exchange Commission, Tom Sandell has increased his fund's stake in Bob Evans Farms Inc (NASDAQ:BOBE) to a little over 2 million shares from 1.15...... (read more)
A recent 13G filing shows that Steven Cohen’s SAC Capital Advisors has increased its passive stake in Gogo Inc (NASDAQ:GOGO). According to the filing, SAC Capital owns 4.55 million shares of Gogo Inc...... (read more)
For many years, eBay Inc (NASDAQ:EBAY) has been known as the top online auction website in the world. While many enjoy what the site has to offer, including the millions of products for sale at a given...... (read more)
Stephen Mandel’s Lone Pine Capital disclosed holding 3.7 million shares of SouFun Holdings Limited (NYSE:SFUN). The stake amounts to 6.4% of the company’s common stock. Previously, Lone Pine Capital...... (read more)
Mario Gabelli has raised his exposure to Lawson Products Inc. (NASDAQ:LAWS), a newly amended filing with the SEC showed. According to the filing, Gamco Investors, Gabelli Funds, and Teton Advisors...... (read more)
Investing is extremely difficult if you are focusing on large-cap companies and their short-term performance. Even the smartest hedge fund managers can't produce any meaningful alpha after taking into...... (read more)
Cash rich technology stocks have been targeted by hedge funds because these companies trade at a discount to their peers. Carl Icahn has been forcing Apple Inc. (NASDAQ:AAPL) to return more capital to...... (read more)
Beating the market can be difficult when picking stocks on your own. One common source of alpha can be focusing on small cap stocks, which tend to outperform its larger peers over time. Another source...... (read more)